Felix allows you to track main interactions between a vendor and your organisation, such as status changes and sourcing events.
To view vendor interactions:
Tip: You can filter the interaction listing by Interaction Type, Start Date and/or End Date. Click on the Show Filters button in the top right to unfurl the filters menu.
Interactions between organisations and vendors fall into one of the following types:
| Interaction Type | Description |
|---|---|
| Status Change | This interaction type records whenever a vendor's status is changed. An initial interaction will be recorded when a vendor is first Invited by your organisation and new interactions will be recorded as they progress through the onboarding application. Possible status changes include: Invited, Pending Approval, Approved, Declined or Suspended. |
| RFQ | This interaction type records a vendor's response to an RFQ your organisation has issued them. When your organisation initially issues a vendor with an RFQ the interaction will be recorded as Open. If the vendor has opened the RFQ but is yet to provide a quote, the interaction will be recorded as Response Pending. After the vendor has submitted a quote, the interaction will be recorded as Quoted. |
| Engagement | This interaction type records if you have engaged a vendor through Felix. The status of the interaction will show as Pending or Sent. |
| Message | This interaction type records if you have communicated with this vendor via message. Interactions of the message type will show the status as Sent. |
Tip: You can learn more about what each vendor status means by reading our guide, Understanding vendor statuses.
